The Files section of the Stackably Admin app has Documents (contracts and signatures) and Files (uploaded images and documents).
How do I track documents sent for signature?
Go to More › Documents. The counters show how many documents are Sent, Completed and Expiring. Choose a folder:
Inbox: documents waiting on you, filtered by All, Waiting, Viewed or Completed.
Drafts: documents not yet sent.
Sent: documents you've sent out.
Templates: reusable contract templates.
Search by title in any folder.
To create contract templates, see "Creating a digital contract template."
How do I find an uploaded file?
Go to More › Files. My Files shows your uploads with a preview, name, size and date; search at the top. Shared shows files others have shared with you, and Starred shows files you've marked as favorites.
